Rockbridge Investment Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
9,002
-335
| -4% | -$73.5K | 0.21% | 39 |
|
|
2025
Q1 | $1.78M | Sell |
9,337
-357
| -4% | -$67.9K | 0.21% | 39 |
|
|
2024
Q4 | $2.13M | Buy |
9,694
+175
| +2% | +$38.4K | 0.27% | 35 |
|
|
2024
Q3 | $1.77M | Buy |
9,519
+512
| +6% | +$95.4K | 0.23% | 43 |
|
|
2024
Q2 | $1.74M | Hold |
9,007
| – | – | 0.25% | 42 |
|
|
2024
Q1 | $1.62M | Sell |
9,007
-2,095
| -19% | -$378K | 0.24% | 42 |
|
|
2023
Q4 | $1.69M | Buy |
11,102
+1,612
| +17% | +$245K | 0.26% | 39 |
|
|
2023
Q3 | $1.21M | Buy |
9,490
+2,210
| +30% | +$281K | 0.21% | 45 |
|
|
2023
Q2 | $949K | Sell |
7,280
-60
| -0.8% | -$7.82K | 0.17% | 51 |
|
|
2023
Q1 | $758K | Sell |
7,340
-60
| -0.8% | -$6.2K | 0.14% | 57 |
|
|
2022
Q4 | $622K | Sell |
7,400
-380
| -5% | -$31.9K | 0.13% | 60 |
|
|
2022
Q3 | $879K | Sell |
7,780
-820
| -10% | -$92.7K | 0.21% | 47 |
|
|
2022
Q2 | $913K | Buy |
8,600
+1,360
| +19% | +$144K | 0.2% | 45 |
|
|
2022
Q1 | $1.18M | Sell |
7,240
-2,580
| -26% | -$422K | 0.18% | 62 |
|
|
2021
Q4 | $1.64M | Buy |
9,820
+440
| +5% | +$73.3K | 0.24% | 54 |
|
|
2021
Q3 | $1.54M | Sell |
9,380
-2,240
| -19% | -$368K | 0.25% | 51 |
|
|
2021
Q2 | $2M | Buy |
11,620
+60
| +0.5% | +$10.3K | 0.34% | 43 |
|
|
2021
Q1 | $1.79M | Buy |
11,560
+3,360
| +41% | +$520K | 0.34% | 43 |
|
|
2020
Q4 | $1.34M | Sell |
8,200
-620
| -7% | -$101K | 0.27% | 48 |
|
|
2020
Q3 | $1.39M | Buy |
8,820
+1,440
| +20% | +$227K | 0.33% | 43 |
|
|
2020
Q2 | $1.02M | Buy |
+7,380
| New | +$1.02M | 0.26% | 48 |
|